GERARD & ASSOCIATES, APC PROFIT SHARING PLAN

[ EIN: 33-0728475 | Plan No. 001 ]

GERARD & ASSOCIATES, APC PROFIT SHARING PLAN, sponsored by GERARD & ASSOCIATES, A PROFESSIONAL CORP, appears in Form 5500 filings as a Profit Sharing plan. The plan reported 3 participants and total assets of $202,669 during the 2024 reporting period.

Profit Sharing plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: GERARD & ASSOCIATES, A PROFESSIONAL CORP

Location: 1516 FRONT STREET, SAN DIEGO, CA 92101

EIN: 330728475

Plan Number: 001

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 3

Total Assets: $202,669

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